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How to connect Clio and Attio
Create a New Scenario to Connect Clio and Attio
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Clio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Clio or Attio will be your first step. To do this, click "Choose an app," find Clio or Attio, and select the appropriate trigger to start the scenario.
Add the Clio Node
Select the Clio node from the app selection panel on the right.
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Add the Attio Node
Next, click the plus (+) icon on the Clio node, select Attio from the list of available apps, and choose the action you need from the list of nodes within Attio.
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Authenticate Attio
Now, click the Attio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Attio settings. Authentication allows you to use Attio through Latenode.
Configure the Clio and Attio Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Clio and Attio Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Clio, Attio, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Clio and Attio integration works as expected. Depending on your setup, data should flow between Clio and Attio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Clio and Attio
Clio + Attio + Slack: When a new contact is created in Clio, automatically create a corresponding contact in Attio and then send a notification to a designated Slack channel to inform the sales team.
Attio + Clio + Google Sheets: When a new contact is created in Attio, log the contact details in a Google Sheet. Then, update relevant client information or create a new contact in Clio if it doesn't exist.
Clio and Attio integration alternatives
About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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About Attio
Use Attio in Latenode to automate contact and relationship management. Sync data, trigger actions based on contact updates, and build custom workflows that span multiple apps. Latenode’s flexibility lets you enrich Attio data with AI or other sources, creating smarter, automated CRM processes.
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See how Latenode works
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FAQ Clio and Attio
How can I connect my Clio account to Attio using Latenode?
To connect your Clio account to Attio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Clio and click on "Connect".
- Authenticate your Clio and Attio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Clio clients to Attio?
Yes, you can! Latenode lets you automatically sync new Clio clients to Attio, enriching Attio records with legal case data. Streamline client management and avoid manual data entry.
What types of tasks can I perform by integrating Clio with Attio?
Integrating Clio with Attio allows you to perform various tasks, including:
- Create new Attio contacts when a new client is added in Clio.
- Update Attio contact information when details change in Clio.
- Track case progress in Attio based on Clio matter statuses.
- Automatically generate reports in Attio using Clio data.
- Send personalized welcome emails through Attio when a new Clio case starts.
How can I automate custom legal reports in Clio using Latenode?
Latenode's JavaScript blocks and AI integration let you build complex custom reports based on Clio data and automatically deliver them to Attio or other apps.
Are there any limitations to the Clio and Attio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Clio may require custom mapping via JavaScript.
- Initial data sync for very large Clio accounts can take significant time.
- Real-time updates depend on the polling interval configured in Latenode.
